Lakeridge Wealth Management’s FT Vest US Equity Deep Buffer ETF February DFEB Stock Holding History

Lakeridge Wealth Management’s Portfolio DFEB Stock Details DFEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$705K	Buy	13,968 +42	+0.3%	+$2.09K	0.26%	78
2026 Q1	$660K	Hold	13,926	–	–	0.28%	75
2025 Q4	$665K	Hold	13,926	–	–	0.3%	67
2025 Q3	$648K	Hold	13,926	–	–	0.29%	65
2025 Q2	$622K	Hold	13,926	–	–	0.29%	66
2025 Q1	$587K	Hold	13,926	–	–	0.29%	67
2024 Q4	$595K	Sell	13,926 -315	-2%	-$13.3K	0.31%	69
2024 Q3	$594K	Hold	14,241	–	–	0.33%	68
2024 Q2	$574K	Hold	14,241	–	–	0.35%	60
2024 Q1	$557K	Sell	14,241 -540	-4%	-$20.6K	0.36%	57
2023 Q4	$554K	Buy	+14,781	New	+$531K	0.4%	50

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return